The irony in all of this is that should Merkel lose the battle, the savior of Western democratic ideals may well end up being a communist…
Author: therealheisenberg
Chart Check (A History Of Major Treasury Selloffs)
Ok look, it’s anyone’s guess where yields are going to be in 12 months. Rates
5 Recent FX Flash Crashes: Triggers, Amplifiers, & Stabilizers
Earlier today in “Anatomy Of A Flash Crashing Black Swan,” I noted how multi-sigma events (i.e.
Anatomy Of A Flash Crashing Black Swan
Let’s see, in 2015 there was the Swiss franc in January, German bunds in April/May,
15 Things We Learned About Donald Trump From His Interview With The Times
“People don’t want to have other people coming in & destroying their country”…
Mind The GAAP
“I pro-forma’d the f*ck out of those people in there! Voila!”…
This Is What It’s Come To In America
“Fake news: Michigan GOP elector didn’t choose suicide over voting for Trump.”
A “Clean And Hard” Pounding: Complete Recap Of Pound’s Rough Day
As expected, all anyone cares about this morning is cable, which of course plunged overnight on reports that UK PM Theresa May is set to push the envelope on a “hard Brexit” in a speech on Tuesday.
China’s Nasdaq Crashes
The normalization of initial public offerings (IPOs) in China could help raise the financing efficiency
Monday Morning Chart Check (“Clean And Hard” Edition)
Theresa May likes her Brexits “clean and hard.”
Sunday Humor (Scottish TV Guide Edition)
“After a long absence, The Twilight Zone returns”…
Macro Funds “Losing Patience” With British Pound; Trump Comments, UK Treasury Provide Little Relief
Sunday was all about Brexit. The stage was set for cable to collapse today after The
Chart Check (Let’s All Move To Hong Kong)
Are you a Chinese citizen who wants to circumvent Beijing’s increasingly onerous capital controls on the
Pound Plunges On Brexit Fears
So just what kind of hit are we talking about for sterling due to May’s speech,
“Fasten Your Seat Belts” Or, Prepare For A “Pound”ing
So what did we learn on Saturday evening? Well, we learned that next Friday’s circus
“Expect A Correction”: Big Brexit Speech “May” Sow Chaos
You can argue for protectionism and against progressivism and multiculturalism all you want, but what you can’t do is stop the market from rendering its own judgement.
2016 Vs. 2017: YTD Returns
Anything would have been better than last year…
Is The Market Turning On The Man In The Blonde Wig?
And now, back to our regularly scheduled programming…
China: We’ll “Fight Against Protectionism,” Lead “Global Governance” Push
Beijing is making a concerted effort to present China as the new champion of global governance. To the extent Trump believes he’s undercutting the Chinese, he’s actually creating a kind of power vacuum that Xi Jinping is more than happy to fill.
Chart Check (Heisenberg “Uncertainty” Principle)
What’s wrong with this picture?
Dear Donald: You’re Not Hamilton And We’re Not Living In 1791
Since the election, these pages have been awash with commentary suggesting that the incoming Trump
Massive Treasury Short Now At 4 Standard Deviations
If there’s one thing leveraged funds are damn sure of, it’s that short Treasurys is the way to go in the new year.
Presenting Goldman’s “10 Questions For 2017”
I’ll take the under.
“Trading On Faith” Has Its Limits
“With tangible details on most of these policies still missing, the market’s capacity to advance driven purely by faith is now showing its limits.”
Heresy! Don’t Doubt The Narrative
It seems like I’ve been chained to this damn keyboard writing about 10Y yields and
Friday Chart Check: More High Yield Hijinks
Everything is not fixed in HY energy just because oil prices are no longer scraping the bottom of the barrel (pun fully intended).
Meet Steve Patterson. He Just Made $500 Trading Trump’s Tweets
“I think it’s going to be a fun year for trading”…
You must be logged in to post a comment.